Maia Wealth LLC Schwab Strategic Tr Us Dividen Transaction History

Maia Wealth LLC

$465 Billion
Q4 2024

A detailed history of Maia Wealth LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Maia Wealth LLC holds 9,895 shares of SCHD stock, worth $272,706. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,895

Holding current value

$272,706

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$26.93 - $84.95 $266,472 - $840,580	9,895 New	9,895 $282 Million

Others Institutions Holding SCHD

# of Institutions

1,880

Shares Held

605M

Call Options Held

3.32M

Put Options Held

1.16M

Lpl Financial LLC Fort Mill, SC

36.3M
Shares

$1 Billion
0.42% of portfolio
Sumitomo Life Insurance CO

26.8M
Shares

$739 Million
13.87% of portfolio
Avantax Advisory Services, Inc.

26M
Shares

$717 Million
4.56% of portfolio
Raymond James Financial Inc St. Petersburg, FL

21.7M
Shares

$598 Million
0.22% of portfolio
Northwestern Mutual Wealth Management CO

18.2M
Shares

$502 Million
0.42% of portfolio

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
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